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You can make a difference in people’s lives. These success stories, repeated anonymously can be a great catalyst for getting referrals. Once I share this story, you might think about which current clients fit into the same situation.

I had a longtime client. I really liked her and the feeling was mutual. One day when we sat down for a portfolio review, she explained she really hated her job and gave me her reasons why. Looking over her portfolio (which I was very familiar with from preparing her review) I realized she lived modestly and had done a great job saving and investing over the years.

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